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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,252 | $172,111+90.1% | $150,298+117.7% | $137,256+138.4% |
| Participation rate | 84.2% | 81.7%+2.5pp | 77.8%+6.5pp | 80.0%+4.3pp |
| Annual return | 16.90% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $4,870 | $4,636+5.0% | $4,154+17.2% | $4,156+17.2% |
| Participant deferral / active EE | $13,519 | $6,166+119.3% | $5,453+147.9% | $6,407+111.0% |
| Admin fee / account holder | $1,784 | $16,471-89.2% | $14,116-87.4% | $12,270-85.5% |